Sutton Wealth Advisors’s Clearwater Paper CLW Stock Holding History

Sutton Wealth Advisors’s Portfolio CLW Stock Details CLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-440	Closed	-$16.6K	–	960
2022 Q4	$16.6K	Hold	440	–	–	0.01%	771
2022 Q3	$16.5K	Hold	440	–	–	0.01%	722
2022 Q2	$14.8K	Buy	440 +8	+2%	+$250	0.01%	770
2022 Q1	$12.1K	Sell	432 -5	-1%	-$157	﹤0.01%	885
2021 Q4	$16K	Buy	437 +5	+1%	+$199	0.01%	780
2021 Q3	$16.6K	Hold	432	–	–	0.01%	753
2021 Q2	$12.5K	Hold	432	–	–	﹤0.01%	838
2021 Q1	$16.3K	Hold	432	–	–	0.01%	736
2020 Q4	$16.3K	Hold	432	–	–	0.01%	667
2020 Q3	$16.4K	Hold	432	–	–	0.01%	600
2020 Q2	$15.6K	Hold	432	–	–	0.01%	604
2020 Q1	$9.42K	Hold	432	–	–	0.01%	669
2019 Q4	$9.23K	Hold	432	–	–	﹤0.01%	842
2019 Q3	$9.12K	Buy	+432	New	+$7.68K	0.01%	813
2019 Q1	–	Sell	-615	Closed	-$17.7K	–	1183
2018 Q4	$15K	Hold	615	–	–	0.01%	622
2018 Q3	$18.3K	Buy	+615	New	+$16.5K	0.01%	623
2018 Q2	–	Sell	-380	Closed	-$14.9K	–	1134
2018 Q1	$14.9K	Hold	380	–	–	0.01%	677
2017 Q4	$17.3K	Hold	380	–	–	0.01%	598
2017 Q3	$18.7K	Hold	380	–	–	0.01%	572
2017 Q2	$17.8K	Hold	380	–	–	0.01%	579
2017 Q1	$21.3K	Hold	380	–	–	0.02%	495
2016 Q4	$24.9K	Hold	380	–	–	0.02%	429
2016 Q3	$24.6K	Hold	380	–	–	0.02%	406
2016 Q2	$24.8K	Hold	380	–	–	0.02%	389
2016 Q1	$18.4K	Buy	+380	New	+$15.8K	0.02%	456

Other funds holding CLW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Sutton Wealth Advisors's CLW Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Clearwater Paper (CLW) in Q1 2023, closing a stake of 440 shares — an estimated $16.6K sold.

Sutton Wealth Advisors first reported a position in CLW in Q1 2016 and held it in 25 quarters. The position peaked at $24.9K in Q4 2016. 163 funds tracked by Wall St. Rank hold CLW as of Q1 2023.

Sutton Wealth Advisors reported no remaining Clearwater Paper position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 440 Clearwater Paper shares in Q1 2023, an estimated $16.6K.
Sutton Wealth Advisors first reported a position in Clearwater Paper in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's Clearwater Paper position peaked at $24.9K in Q4 2016.
163 funds tracked by Wall St. Rank held Clearwater Paper as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.